Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,727 | $61,356-5.9% | $149,696-61.4% | $71,511-19.3% |
| Participation rate | 27.6% | 62.5%-35.0pp | 78.8%-51.2pp | 67.9%-40.4pp |
| Annual return | 10.79% | 35.86%-25.1pp | 134.46%-123.7pp | 28.86%-18.1pp |
| Employer contribution / active EE | $394 | $2,382-83.5% | $4,821-91.8% | $2,589-84.8% |
| Participant deferral / active EE | $2,286 | $2,920-21.7% | $5,682-59.8% | $4,291-46.7% |
| Admin fee / account holder | $436 | $1,263-65.5% | $13,212-96.7% | $1,588-72.6% |